Can I sign documents in Cash Workspace?

No. Cash Workspace does not offer e-signature. It stores and organizes documents so you can find the right version quickly; signing happens wherever you already handle it.

Does it review my contracts?

No. Cash Workspace does not review contracts or provide legal advice. It keeps your agreements filed and easy to find so the right version is always at hand.

How should I name my documents?

Name each document with its date and a short description so the current version is obvious at a glance and older versions can be archived rather than deleted.

How do I keep document versions straight?

Put the date in the file name and archive superseded versions into a clearly-labelled “previous” folder, so the live version is never in doubt.

business document organization

Business document organization for subtitle editors

Contracts, agreements, statements, and receipts live in different apps and inboxes, so finding the right version of the right document takes far too long. For subtitle editors, documents like Studio and agency service agreements, Per-project work orders and spec sheets, and Nondisclosure and content-embargo agreements end up spread across apps and inboxes. Cash Workspace gives you one place to record each item, attach its file, and keep it where you can find it. It is free.

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The problem

Why subtitle editors lose track

Contracts, agreements, statements, and receipts live in different apps and inboxes, so finding the right version of the right document takes far too long.

Filing spec sheets and NDAs per title but invoices by month, so a title's paperwork and its billing live apart
Recording a QC subcontractor payment without tagging the title it belonged to, so per-project costs cannot be grouped
Lumping a software renewal and a font license into one software line with a single undated receipt

The workflow

How subtitle editors keep it organized

A simple, repeatable way to document organization records without special software.

1
Decide the folders your documents fall into
Set up a small, stable set of folders that match the documents subtitle editors actually keeps — Studio and agency service agreements, Per-project work orders and spec sheets, and Nondisclosure and content-embargo agreements.
2
File each document where it belongs
Put every document into one folder with a clear name, so there is one obvious home for each thing rather than five maybes.
3
Keep versions and dates straight
Name documents with a date so the current version is obvious and superseded ones can be archived, not deleted.
4
Review the structure each quarter
Every few months, clear the inbox of stragglers and confirm the folders still match how the business works.

Record structure

What each record holds

The fields that make a document organization record complete and findable.

Document type: Contract, statement, agreement, receipt, or record — the top-level sort.
Counterparty: The client, vendor, or institution the document relates to.
Date: The document's date, used in the name so the current version is obvious.
Folder: The single folder that document lives in.
Note: Anything you will want to remember when you find it again.
Title / episode: The programme or episode the record belongs to, so per-title costs and invoices group together.
Runtime minutes: The programme minutes a job is billed on, kept with the record so pay matches up to volume.
Target language: The subtitle language a project or QC cost supports, for grouping by language.
Purchase order number: The studio PO the invoice or expense maps to, so studio records match.

Example setup

An example structure

One way subtitle editors can lay this out in Cash Workspace.

Contracts & agreements

Studio and agency service agreements and Nondisclosure and content-embargo agreements, named with dates.

Statements & records

Bank/card statements and supporting records, filed by period.

By counterparty

A subfolder per client or vendor where the volume warrants it.

Common mistakes

Common mistakes to avoid

Filing spec sheets and NDAs per title but invoices by month, so a title's paperwork and its billing live apart
Recording a QC subcontractor payment without tagging the title it belonged to, so per-project costs cannot be grouped
Lumping a software renewal and a font license into one software line with a single undated receipt
Tracking runtime minutes in the subtitling tool but not on the invoice record, so billed amounts cannot be checked against volume
Leaving large one-off hardware purchases such as an SSD or monitor unreceipted until the amount is guessed at year end
Keeping five half-versions of the same document with no clear current one.

How it helps

How Cash Workspace helps

Record it, don’t re-key it

Enter each item once — date, vendor, amount, category — and attach the file to that record. No bank sync, no receipt-reading; the record is deliberate and yours.

One consistent structure

The same categories and folders every month, so subtitle editors always know where a record goes and where to find it later.

Find the right version fast

Documents filed by type and dated in the name, so the current version is obvious and nothing is lost to an inbox.

Expense & receipt organizer

The expense and receipt guide for subtitle editors.

Invoice & payment tracker

The invoice tracking guide for subtitle editors.

Business document organizer

A related organization guide.